oh you certainly turned bullish in a very short amount of time, just a month ago you were very negative AAPL, why the change of heart, without sarcasm please cuz you said VRX bankruptcy
got that lost feeling deep in your stomach today?... see the doctor... didn't you buy a bunch of puts earlier this morning too?
we just hanging on, probably best thing to do with it now, already taken beating, earnings kill, now deaths... we are not happy with what happen with those deaths... we understand stuff like this can happen in food biz but CMG is the only one who has had this taken place at their restaurants in chain fast food... has any other retail food establishment had this happen on this particular event from that one purveyor or commodity supplier if that be the case?... of course they don't know cause yet, but it's not we are asking, it's our displeased implied comment of our intention is what counts... to the families we are extremely heartbroken, but if negligence is found and it was only about making money then we want to rescind corporate structure and abolish all corporations with the ability to live longer than an individual as well as the ability of a corporation to be protected exclusively more so than an individual, including tax treatment... we think corporations and the American agenda of trying to lock down the world upon our currency is going to end forking ugly... thus our long term view of south east Asia is that much more attractive, but only after China economic challenges begin to fade...
...some will take this post as a rant, it's not, it's actually good cuz we are finding the best way to get around it and make money... and that is what's called the American way of freedom to choose how to make money, a positive post if you think about it... cuz it gives you a solution... isn't that what we all want?
we sold only 12.5% of our BWLD, we maintain the shares, CMG is priced up but we like their business model and feel their fast food approach is one of the few that is considered acceptable compared to others, best in breed if you will say it the Cramer way, thus we think he says he likes it for same reason in breeding perspective, unless you have a replacement for where they eat then it's not time to bail yet, but reduced we did a while back and it was years ago... as far as biotechs...we like them, but we choose wisely in this industry... you can't blanket basket buy nor can you do that with Pharmas... our favorites are BIIB and GILD, but lots more to choose from too, those are our 2 heavy weight champs... out AMGN is only 20% of the size of each BIIB or GILD holding so it's a nice representation but not a glutton for overweight feast, that means we like it and have some in portfolio... back to CMG for last comment, we sold in early 2012 around 425-435, but we lightened only 25% of that heavy overweight trade for 2 reasons, one was we had too much, the other was we had new stock ideas to allocate proceeds into fresh ideas...
...overall your post is very good, that why we took time to give you our longer response
we sorta kinda warned ya, we tried to be less subtle, not many heard us, need we yell louder?
our week was huge, you weren't in BABA or AAPL earnings trades
great, see you at 92, where INTC and MU by year end, toss in your MSFT price expectation by year end while you're at it
nobody perfect... only thing matters is if portfolio grow and beat the averages... if we were dumb and newbie to message board with very little money then we would wait for AEA Team 401K Trade post... this has 99.75% win ratio
we used to play ISRG but we exit 590 and went short and cover 400, we haven't bought stock since our first sell, too dangerous, this is our field of expertise and we still don't like ISRG long term, please be careful, wait until better fixed